Automate Campaigns Across Email, SMS, and Web
Manual campaigns are tough to scale. We build automated journeys in Marketing Cloud that respond to how people actually engage: through website visits, email clicks, form submissions, application starts, donation activity, or lifecycle milestones. Your audience gets timely, relevant messages without your team lifting a finger.
Marketing Cloud journey set up with automated workflows for welcome series, nurture campaigns, retention programs, event reminders, lapsed donor reactivation, and lifecycle-based engagement.
Behavioral triggers and event-driven messaging tied to real-time actions like website visits, email engagement, form completions, application progress, or deadline approaching.
Multi-channel orchestration across email, SMS, mobile push, and web with unified messaging that follows your audience wherever they engage.
Deliver Personalized Content in Real Time
Static websites and generic emails don’t translate to conversions. We implement Marketing Cloud Personalization to deliver dynamic content that adapts in real time: showing prospective students their admissions counselor, recommending programs based on browsing behavior, or highlighting impact stories aligned with donor interests.
Real-time website personalization with dynamic content blocks, banners, calls-to-action, and program recommendations based on behavioral data and predictive scores.
Dynamic email and SMS content personalized by program interest, geography, lifecycle stage, donor history, engagement level, or custom segmentation criteria.
Unified prospect and constituent profiles across Marketing Cloud and Salesforce CRM enabling consistent, personalized experiences across every touchpoint.
Segmentation, Analytics, & Attribution
You can’t improve what you don’t measure. We build segmentation models that target the right audiences at the right time, and analytics dashboards that show what’s working, from enrollment conversions to donor retention rates, engagement metrics, campaign ROI, and channel attribution.
Constituent 360 segmentation for students, applicants, donors, volunteers, program participants, customers, or any audience based on behavior, preferences, lifecycle stage, and predictive insights.
Marketing analytics dashboards tracking engagement metrics, conversion rates, journey performance, channel effectiveness, and campaign ROI with attribution modeling.
Lead scoring and qualification using activity data, engagement signals, and Data Cloud insights to prioritize high-intent prospects and automate sales handoffs.
Our Approach to Salesforce Marketing Automation
We implement Salesforce marketing automation using our ImpactPath methodology — starting with strategy, building automated journeys in phases, testing with real audiences, and optimizing based on results. You see engagement improvements within the first 30 days and measurable ROI by month 3.
Featured Client Story: Focus on the Family
Focus on the Family: 30% Increase in Engagement with Multi-Channel Marketing
Focus on the Family faced disconnected systems with inconsistent messaging across web, email, and mobile. We implemented Marketing Cloud with journeys, MobileConnect, and Marketing Cloud Personalization, creating unified experiences with dynamic content and real-time tracking. Results included a 30% increase in family engagement, 50% reduction in manual outreach workload, and 20% increase in donor retention.
Salesforce Marketing Automation FAQs
What’s the difference between Marketing Cloud and Marketing Cloud Personalization?
Marketing Cloud is the platform for email, SMS, mobile push, and journey automation; it sends messages and manages campaigns. Marketing Cloud Personalization adds real-time website personalization and dynamic content based on behavioral data. Most organizations use both together for a complete multi-channel experience.
Can we personalize messages for different audiences like students, donors, or customers?
Yes. We build segmentation models and journey templates tailored to your audiences. For education: prospective students, applicants, admitted students, current students, alumni. For nonprofits: donors, volunteers, program participants, lapsed supporters. For consumer goods: customers, prospects, VIP segments. Each audience gets personalized content and automated journeys designed for their lifecycle.
How long does it take to implement Marketing Cloud?
Marketing Cloud implementations are delivered in phases, with timelines driven by scope, data readiness, and channel complexity. Many organizations begin with a focused set of core journeys and expand over time as data, personalization, and orchestration mature. We prioritize early wins while designing a foundation that supports long-term growth, and we establish a clear, phased delivery plan during discovery.
Do you provide training so our team can manage campaigns after launch?
Yes. Training is built into every implementation. We provide role-based training for marketers, admins, and analysts, along with documentation and playbooks your team can reference. We also offer managed services if you prefer ongoing support rather than managing campaigns in-house.
How do you measure marketing ROI?
We establish KPIs during planning: enrollment conversion rates, donor retention percentages, engagement metrics, revenue attribution, or other goals tied to your business outcomes. We build analytics dashboards that track these metrics in real time and provide attribution modeling to show which campaigns and channels drive the most value.
Can Marketing Cloud integrate with our website and other systems?
Yes. Marketing Cloud integrates with Salesforce CRM, Education Cloud, Nonprofit Cloud, website tracking via Marketing Cloud Personalization, and third-party platforms through API connections. We ensure data flows seamlessly so your journeys trigger based on real-time behavior across all systems.
Jax Insights
Turning Point Brands – Building a Scalable, Data-Driven Field Sales Operation
Christian Care Ministry – Experience Cloud Redesign/Build
Big Picture Learning – Intent-Driven Internship Discovery with Agentic AI
Antioch University – Predictive Engagement and Personalization Drive Enrollment Growth
Focus on the Family – Scaling Mission Impact Through Personalized Digital Experiences
Lifeway – Rapid Implementation Unlocks Platform Value Across Departments
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